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Helping with the year-round effort to maintain your tax strategy.

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.

We’ve rounded up the four most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.

When reviewing the key differences between Roth and Traditional IRAs, it’s important to ask yourself: “When is the most advantageous time to pay tax on my income?”

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.